Who Owns FIDELITY TOTAL BOND ETF (FBND)?Hedge Fund & Institutional Holders

$45.74-0.07 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.092255307832616e+276T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$44.41$45.11$45.81$46.51$47.21Sep 24Jun 25Mar 26

FBND — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+3.1M+$3.1B
TD Capital Management LLCIncreased+10K+$426.4M
Dynasty Wealth Management, LLCNew Position+8.7M+$398.0M
COUNTRY TRUST BANKNew Position+6.4M+$294.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+5.8M+$266.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+4.9M+$225.0M
MATHER GROUP, LLC.New Position+4.2M+$191.6M
SAX WEALTH ADVISORS, LLCNew Position+4.0M+$185.8M
RITHOLTZ WEALTH MANAGEMENTNew Position+3.9M+$177.5M
SAGESPRING WEALTH PARTNERS, LLCNew Position+10.2M+$151.0M
CWM, LLCNew Position+3.3M+$150.5M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+3.2M+$146.0M
Forvis Mazars Wealth Advisors, LLCNew Position+2.7M+$124.7M
Retirement Planning Group, LLCNew Position+2.5M+$114.6M
McKinley Carter Wealth Services, Inc.New Position+2.1M+$98.5M

FBND — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-89.4M-$4.1T
Private Advisor Group, LLCDecreased-45K-$68.6B
Integrated Wealth Concepts LLCDecreased-95K-$56.3B
Creative PlanningDecreased-306K-$53.7B
Dynamic Advisor Solutions LLCDecreased-56K-$45.7B
Corient Private Wealth LLCDecreased-23K-$44.1B
Shorepoint Capital Partners LLCClosed Position-739K-$34.2B
Presidio Capital Management, LLCDecreased-41K-$29.2B
Mariner, LLCDecreased-27K-$26.9B
Vestmark Advisory Solutions, Inc.Decreased-70K-$25.7B
Centerline Wealth Advisors, LLCDecreased-188K-$21.5B
Focus Partners Advisor Solutions, LLCDecreased-170K-$18.8B
Salus Financial Advisors, LLCDecreased-1K-$13.8B
CITADEL ADVISORS LLCClosed Position-293K-$13.6B
WNY Asset Management, LLCClosed Position-290K-$13.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC175,766$8.1B0.72%Share
2Align Financial, LLC3,078,326$3.1B1.79%Share
3MORGAN STANLEY34,708,523$1.6B0.10%Share
4FMR LLC13,921,185$640.0M0.03%Share
5JPMORGAN CHASE & CO10,956,078$504.0M0.03%Share
6LPL Financial LLC9,387,074$432.0M0.12%Share
7Dynasty Wealth Management, LLC8,650,398$398.0M3.91%Share
8BANK OF AMERICA CORP /DE/8,408,734$387.0M0.03%Share
9COUNTRY TRUST BANK6,392,262$294.3M5.33%Share
10UBS Group AG5,868,478$270.2M0.04%Share
11Cetera Investment Advisers5,870,299$270.0M0.30%Share
12ENVESTNET ASSET MANAGEMENT INC5,785,810$266.0M0.08%Share
13BANK OF AMERICA CORP /DE/5,166,253$237.0M0.02%Share
14Quotient Wealth Partners, LLC4,892,228$225.2M5.99%Share
15COMMONWEALTH EQUITY SERVICES, LLC4,895,618$225.0M0.30%Share
16RAYMOND JAMES FINANCIAL INC4,430,664$203.0M0.06%Share
17MATHER GROUP, LLC.4,161,603$191.6M1.97%Share
18SAX WEALTH ADVISORS, LLC4,035,401$185.8M8.74%Share
19ROYAL BANK OF CANADA3,901,176$179.0M0.03%Share
20RITHOLTZ WEALTH MANAGEMENT3,855,303$177.5M3.24%Share
21Kestra Advisory Services, LLC3,674,421$169.0M0.70%Share
22Modern Wealth Management, LLC3,617,394$166.5M3.04%Share
23Legacy Wealth Management, Inc3,416,406$157.3M9.06%Share
24OSAIC HOLDINGS, INC.3,370,131$155.0M0.23%Share
25SAGESPRING WEALTH PARTNERS, LLC10,181,189$151.0M2.74%Share
26CWM, LLC3,268,874$150.5M0.41%Share
27Blue Chip Partners, LLC2,872,433$132.2M9.59%Share
28TruWealth Advisors, LLC2,808,295$129.3M6.32%Share
29Forvis Mazars Wealth Advisors, LLC2,708,377$124.7M2.35%Share
30THRIVENT FINANCIAL FOR LUTHERANS2,710,077$124.0M0.22%Share
31Retirement Planning Group, LLC2,490,208$114.6M3.77%Share
32MML INVESTORS SERVICES, LLC2,467,073$113.0M0.28%Share
33Focus Partners Wealth2,365,381$109.0M0.12%Share
34McKinley Carter Wealth Services, Inc.2,140,215$98.5M5.50%Share
35Summit Financial Strategies, Inc.2,090,807$96.3M7.91%Share
36HighTower Advisors, LLC1,890,734$87.0M0.10%Share
37Capital Analysts, LLC1,833,551$84.4M2.57%Share
38WELLS FARGO & COMPANY/MN1,776,958$81.0M0.01%Share
39Octavia Wealth Advisors, LLC1,740,989$80.6M7.70%Share
40RAYMOND JAMES FINANCIAL INC1,745,332$80.0M0.02%Share
41Valeo Financial Advisors, LLC1,757,004$76.2M1.69%Share
42Cambridge Investment Research Advisors, Inc.1,631,426$75.0M0.20%Share
43Wealthcare Advisory Partners LLC1,504,259$69.3M1.36%Share
44Private Advisor Group, LLC1,440,074$66.0M0.31%Share
45RFG Advisory, LLC1,399,914$64.5M1.21%Share
46Falcon Wealth Planning1,354,634$62.4M5.25%Share
47PRUDENT INVESTORS NETWORK, INC.1,314,388$60.5M13.89%Share
48Aptus Capital Advisors, LLC1,216,624$56.0M0.40%Share
49NewEdge Advisors, LLC1,224,399$56.0M0.20%Share
50HUB Investment Partners, LLC1,236,027$56.0M1.45%Share

FBND Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025710$26.2B+374
Q3 2025336$12.4T-249
Q2 2025585$9.5T-24
Q1 2025609$15.0T+153
Q4 2024456$1794.8T+137
Q3 2024319$5688.1T+28
Q2 2024291$4646.7T+18
Q1 2024273$3213.6T—

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As of Q4 2025, 50 institutional investors hold FBND (FIDELITY TOTAL BOND ETF). The largest holder is TD Capital Management LLC with $8.1B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FBND?

As of Q4 2025, 50 institutional investors report holding FBND (FIDELITY TOTAL BOND ETF) in their 13F filings.

Who is the largest institutional holder of FBND?

The largest institutional holder of FBND is TD Capital Management LLC with $8.1B in shares.

Is institutional ownership of FBND increasing or decreasing?

This quarter, 14 institutions opened new positions in FBND and 3 closed their positions.